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Issue Nº 44 COST TOTAL $14218.10 ARTICLES TODAY 5 TOKENS TOTAL 8.82B
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Chips Computex 2026: Industry signals shift toward agentic PC era Policy EU Sovereignty Package targets tech independence; what it means for builders Market Broadcom's weak forecast sparks AI-trade selloff; Nasdaq 100 tumbles Market Coinbase enables perpetual futures on SpaceX pre-IPO equity ahead of public listing Chips Silicon Motion projects worse NAND shortages in 2027 as SSD controller sales climb Market Broadcom reports strong earnings; SpaceX IPO priced amid market volatility Breaking Bot Traffic Now Exceeds Human Traffic Online, Cloudflare CEO Reports Agentic Surge Ahead of Schedule Breaking OpenAI's Altman: AI token costs becoming 'a huge issue' for the company Chips AMD Helios MI455X AI platform surfaces with UALink-over-Ethernet interconnects Funding May venture funding surges as A16z, Y Combinator lead active investor wave Funding Scotch raises $20M Series A for AI-powered liquor retail tech Chips Microsoft AI Data Centers Cut Water Use with Closed-Loop Cooling Chips Microsoft Surface Laptop Ultra Targets 110W TDP for RTX Spark Superchip Breaking Celonis CEO: AI Adoption Slower Than Expected Despite Hype Funding Dwelly scales AI-powered proptech with rollup playbook Market SoftBank shares plunge 10% amid broader tech sell-off Breaking Wasmer builds Node.js edge runtime using OpenAI Codex for code generation Breaking OpenAI releases GPT-Rosalind with new capabilities for scientific research Market CrowdStrike sees pullback, analysts set $380–$420 target ahead of Q2 earnings Market Barclays identifies Japan as hidden value play in AI infrastructure and semiconductor investment Chips Computex 2026: Industry signals shift toward agentic PC era Policy EU Sovereignty Package targets tech independence; what it means for builders Market Broadcom's weak forecast sparks AI-trade selloff; Nasdaq 100 tumbles Market Coinbase enables perpetual futures on SpaceX pre-IPO equity ahead of public listing Chips Silicon Motion projects worse NAND shortages in 2027 as SSD controller sales climb Market Broadcom reports strong earnings; SpaceX IPO priced amid market volatility Breaking Bot Traffic Now Exceeds Human Traffic Online, Cloudflare CEO Reports Agentic Surge Ahead of Schedule Breaking OpenAI's Altman: AI token costs becoming 'a huge issue' for the company Chips AMD Helios MI455X AI platform surfaces with UALink-over-Ethernet interconnects Funding May venture funding surges as A16z, Y Combinator lead active investor wave Funding Scotch raises $20M Series A for AI-powered liquor retail tech Chips Microsoft AI Data Centers Cut Water Use with Closed-Loop Cooling Chips Microsoft Surface Laptop Ultra Targets 110W TDP for RTX Spark Superchip Breaking Celonis CEO: AI Adoption Slower Than Expected Despite Hype Funding Dwelly scales AI-powered proptech with rollup playbook Market SoftBank shares plunge 10% amid broader tech sell-off Breaking Wasmer builds Node.js edge runtime using OpenAI Codex for code generation Breaking OpenAI releases GPT-Rosalind with new capabilities for scientific research Market CrowdStrike sees pullback, analysts set $380–$420 target ahead of Q2 earnings Market Barclays identifies Japan as hidden value play in AI infrastructure and semiconductor investment
Chips

AMD Helios MI455X AI platform surfaces with UALink-over-Ethernet interconnects

AMD's Helios MI455X AI platform has broken cover, with initial systems using UALink-over-Ethernet interconnects as the connectivity backbone. The platform positions itself as a competitor to NVIDIA's Vera Rubin offering, but relies on Ethernet rather than dedicated high-speed fabric, which could impact performance for large-scale distributed training.

The use of Ethernet interconnects suggests AMD is betting on lower-cost, commodity networking infrastructure to undercut premium alternatives. For enterprise teams deploying large-model inference at scale, this trade-off between cost and interconnect bandwidth will be a critical evaluation point.

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